MorganRosel Wealth Management »

Jackson Financial Inc Com Cl A shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of Jackson Financial Inc Com Cl A (JXN) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel Wealth Management investment in Jackson Financial Inc Com Cl A

Tip: Access up to 7 years of quarterly data

All positions including Jackson Financial Inc Com Cl A held by MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Jackson Financial Inc Com Cl A by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $645k 6.4k 101.23
2025-06-30 $645k 7.3k 88.79
2025-03-31 $1.3M 15k 83.78
2024-12-31 $1.3M 15k 87.08
2024-09-30 $1.5M 17k 91.23

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding Jackson Financial Inc Com Cl A

Vanguard Group
BlackRock
Dimensional Fund Advisors
State Street Corporation
Donald Smith & Co
Goldman Sachs Group
Geode Capital Management
Acadian Asset Management
American Century Companies
Hsbc Holdings
Charles Schwab Investment Management
Arrowstreet Capital, Limited Partnership
Northern Trust
Federated Investors
LSV Asset Management

View all funds holding Jackson Financial Inc Com Cl A